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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,840 | $77,920-89.9% | $149,723-94.8% | $75,177-89.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 20.35% | 31.72%-11.4pp | 134.50%-114.1pp | 160.75%-140.4pp |
| Employer contribution / active EE | $1,480 | $3,138-52.8% | $4,821-69.3% | $2,671-44.6% |
| Participant deferral / active EE | $1,827 | $3,411-46.4% | $5,682-67.8% | $4,126-55.7% |
| Admin fee / account holder | $567 | $5,951-90.5% | $13,215-95.7% | $5,651-90.0% |